13F 机构持仓

Revisor Wealth Management LLC

AKRON OH · SEC CIK 0001887409

2026Q22026Q1 更早 9 个季度 🔒
$3.62亿2026Q1 申报市值
327持仓数
27.4%前十大占比 · 第一大 5.1%
30 / 26新建仓 / 清仓
申报市值走势$4.16亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHZ 5.1%
AAPL 3.7%
VCIT 3.1%
VIGI 2.6%
VCLT 2.5%
MSFT 2.4%
SPEM 2.4%
DVYE 2.1%
SPSB 1.8%
AMZN 1.6%

2026Q1 买入最多 按季末市值估算

SPSB 加仓+$162.36万
SCHZ 加仓+$132.22万
AMZN 加仓+$97.05万
NVDA 加仓+$94.60万
ELV 加仓+$72.66万

2026Q1 卖出最多 按季末市值估算

AAPL 减仓-$296.15万
VCLT 减仓-$118.48万
BIL 减仓-$107.88万
CTA 清仓-$93.69万
IGIB 减仓-$69.68万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
COP CONOCOPHILLIPS $92.62万0.26%7,017 -600-7.9% -$7.92万 减仓
COWZ PACER FDS TR $92.15万0.25%14,730 -419-2.8% -$2.62万 减仓
MUNI PIMCO ETF TR $91.73万0.25%17,577 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $90.46万0.25%15,325 -491-3.1% -$2.90万 减仓
WEC WEC ENERGY GROUP INC $89.59万0.25%7,739 670.9% $7,757 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $88.96万0.25%9,477 5,709151.5% $53.59万 加仓
SPHY SPDR SERIES TRUST $87.53万0.24%37,518 5,64017.7% $13.16万 加仓
VBK VANGUARD INDEX FDS $87.20万0.24%2,885 1846.8% $5.56万 加仓
IBM INTERNATIONAL BUSINESS MACHS $87.15万0.24%3,595 1133.2% $2.74万 加仓
PFE PFIZER INC $87.13万0.24%31,029 4151.4% $1.17万 加仓
HWM HOWMET AEROSPACE INC $87.04万0.24%3,777 270.7% $6,222 加仓
BND VANGUARD BD INDEX FDS $86.76万0.24%11,781 -79-0.7% -$5,818 减仓
BLK BLACKROCK INC $86.55万0.24%900 -5-0.6% -$4,809 减仓
CVX CHEVRON CORPORATION $84.42万0.23%4,108 -164-3.8% -$3.37万 减仓
CAH CARDINAL HEALTH INC $84.20万0.23%4,029 43712.2% $9.13万 加仓
COPX GLOBAL X FDS $83.45万0.23%10,930 3,81253.6% $29.10万 加仓
ES EVERSOURCE ENERGY $82.86万0.23%11,960 -955-7.4% -$6.62万 减仓
CTAS CINTAS CORP $81.81万0.23%4,819 1,27836.1% $21.70万 加仓
QQQM INVESCO EXCH TRADED FD TR II $81.58万0.23%3,434 2066.4% $4.89万 加仓
IBIT ISHARES BITCOIN TRUST ETF $79.68万0.22%20,738 2,82115.7% $10.84万 加仓
IVV ISHARES TR $77.24万0.21%1,182 -73-5.8% -$4.77万 减仓
— DIMENSIONAL ETF TRUST $74.69万0.21%19,221 00.0% — 不变
EIX EDISON INTL $73.82万0.20%10,088 -418-4.0% -$3.06万 减仓
LLY ELI LILLY & CO $73.51万0.20%799 -60-7.0% -$5.52万 减仓
ABBV ABBVIE INC $73.28万0.20%3,374 2819.1% $6.10万 加仓
ITW ILLINOIS TOOL WKS INC $72.19万0.20%2,761 -80-2.8% -$2.09万 减仓
IBD NORTHERN LTS FD TR IV $72.03万0.20%30,077 30,077— $72.03万 新建仓
CLS CELESTICA INC $72.03万0.20%2,557 67135.6% $18.90万 加仓
MA MASTERCARD INCORPORATED $71.66万0.20%1,434 332.4% $1.65万 加仓
PEP PEPSICO INC $70.05万0.19%4,513 -19-0.4% -$2,949 减仓
DOV DOVER CORP $69.10万0.19%3,328 55620.1% $11.55万 加仓
CSCO CISCO SYS INC $66.98万0.18%8,632 1571.9% $1.22万 加仓
PTL NORTHERN LTS FD TR IV $66.03万0.18%2,626 1,843235.4% $46.34万 加仓
UPS UNITED PARCEL SVCS INC $65.93万0.18%6,701 -759-10.2% -$7.47万 减仓
GEV GE VERNOVA INC $65.81万0.18%753 11918.8% $10.40万 加仓
ADI ANALOG DEVICES INC $64.68万0.18%2,033 -375-15.6% -$11.93万 减仓
ATO ATMOS ENERGY CORP $64.64万0.18%3,516 76827.9% $14.12万 加仓
ARGT GLOBAL X FDS $64.33万0.18%6,893 4,320167.9% $40.32万 加仓
FRT FEDERAL RLTY INVT TR NEW $64.13万0.18%6,049 -38-0.6% -$4,029 减仓
ORCL ORACLE CORP $63.34万0.17%4,306 39110.0% $5.75万 加仓
MOS MOSAIC CO $63.06万0.17%24,729 30.0% $77 加仓
CAG CONAGRA BRANDS INC $62.25万0.17%39,598 00.0% — 不变
GLD SPDR GOLD TR $61.96万0.17%1,440 533.8% $2.28万 加仓
— NORTHERN LTS FD TR IV $61.20万0.17%13,771 8,027139.7% $35.68万 加仓
TXN TEXAS INSTRS INC $61.10万0.17%3,147 -611-16.3% -$11.86万 减仓
RTX RTX CORPORATION $60.91万0.17%3,158 -2-0.1% -$386 减仓
DTD WISDOMTREE TR $60.13万0.17%6,963 00.0% — 不变
EMR EMERSON ELEC CO $59.83万0.17%4,589 -102-2.2% -$1.33万 减仓
ISMD NORTHERN LTS FD TR IV $58.98万0.16%14,716 -705-4.6% -$2.83万 减仓
ADP AUTOMATIC DATA PROCESSING IN $58.93万0.16%2,856 1495.5% $3.07万 加仓
BUCK SIMPLIFY EXCHANGE TRADED FUN $57.26万0.16%24,358 -1,594-6.1% -$3.75万 减仓
INDA ISHARES TR $56.49万0.16%12,060 -410-3.3% -$1.92万 减仓
LIN LINDE PLC $54.51万0.15%1,102 -47-4.1% -$2.32万 减仓
ALB ALBEMARLE CORP $54.15万0.15%3,041 -2,457-44.7% -$43.75万 减仓
AFL AFLAC INC $53.51万0.15%4,877 60.1% $658 加仓
NVS NOVARTIS AG $52.33万0.14%3,426 -1,031-23.1% -$15.75万 减仓
TFC TRUIST FINL CORP $51.99万0.14%11,310 -850-7.0% -$3.91万 减仓
NUE NUCOR CORP $50.72万0.14%3,011 -295-8.9% -$4.97万 减仓
VWOB VANGUARD WHITEHALL FDS $50.63万0.14%7,728 2603.5% $1.70万 加仓
— TEUCRIUM COMMODITY TR $50.55万0.14%21,447 2,61613.9% $6.17万 加仓
CSMD PROFESIONALLY MANAGED PORTFO $50.51万0.14%16,447 -4,526-21.6% -$13.90万 减仓
NEE NEXTERA ENERGY INC $50.33万0.14%5,454 55911.4% $5.16万 加仓
B BARRICK MNG CORP $50.05万0.14%12,269 4,42656.4% $18.05万 加仓
LW LAMB WESTON HLDGS INC $49.19万0.14%11,640 590.5% $2,493 加仓
ECL ECOLAB INC $49.06万0.14%1,844 -71-3.7% -$1.89万 减仓
HUBB HUBBELL INC $48.44万0.13%987 14116.7% $6.92万 加仓
SSRM SSR MINING IN $48.20万0.13%16,409 2,47617.8% $7.27万 加仓
BNY BANK NEW YORK MELLON CORP $48.14万0.13%4,058 -748-15.6% -$8.87万 减仓
PNR PENTAIR PLC $48.08万0.13%5,520 1843.4% $1.60万 加仓
GWW WW GRAINGER INC $47.75万0.13%439 -19-4.1% -$2.07万 减仓
URA GLOBAL X FDS $47.09万0.13%9,724 1,16113.6% $5.62万 加仓
GDX VANECK ETF TRUST $46.87万0.13%5,108 1,41038.1% $12.94万 加仓
VOE VANGUARD INDEX FDS $46.48万0.13%2,522 37017.2% $6.82万 加仓
UL UNILEVER PLC $45.88万0.13%8,016 3774.9% $2.16万 加仓
HD HOME DEPOT INC $45.74万0.13%1,390 -50-3.5% -$1.65万 减仓
MCK MCKESSON CORP $45.72万0.13%528 -272-34.0% -$23.55万 减仓
CB CHUBB LTD SWITZ $45.40万0.13%1,394 -51-3.5% -$1.66万 减仓
FDLS NORTHERN LTS FD TR IV $45.34万0.13%12,242 -1,760-12.6% -$6.52万 减仓
ADM ARCHER DANIELS MIDLAND CO $44.69万0.12%6,200 -367-5.6% -$2.65万 减仓
FLDR FIDELITY MERRIMACK STR TR $44.28万0.12%8,832 -26-0.3% -$1,304 减仓
MKC MCCORMICK & CO INC $44.11万0.12%8,669 1,10214.6% $5.61万 加仓
ETN EATON CORP PLC $43.96万0.12%1,229 00.0% — 不变
BSV VANGUARD BD INDEX FDS $43.65万0.12%5,566 62612.7% $4.91万 加仓
PAGP PLAINS GP HLDGS L P $43.40万0.12%17,876 -1,052-5.6% -$2.55万 减仓
GM GENERAL MTRS CO $42.87万0.12%5,755 5,755— $42.87万 新建仓
ZECP ZACKS TRUST $42.63万0.12%12,600 12,600— $42.63万 新建仓
COST COSTCO WHOLESALE CORPORATION $42.48万0.12%426 -20-4.5% -$1.99万 减仓
— ZACKS TRUST $42.45万0.12%15,397 8,169113.0% $22.52万 加仓
EMXC ISHARES INC $42.33万0.12%5,382 00.0% — 不变
NFLX NETFLIX INC. $42.11万0.12%4,380 -21-0.5% -$2,019 减仓
SCMB SCHWAB STRATEGIC TR $41.89万0.12%16,440 -114-0.7% -$2,905 减仓
GIS GENERAL MILLS INC $41.40万0.11%11,123 -74-0.7% -$2,754 减仓
IBKR INTERACTIVE BROKERS GROUP IN $41.39万0.11%6,171 -1,288-17.3% -$8.64万 减仓
ABT ABBOTT LABORATORIES $41.34万0.11%3,996 2266.0% $2.34万 加仓
TTMI TTM TECHNOLOGIES INC $41.27万0.11%4,236 64017.8% $6.23万 加仓
ED CONSOLIDATED EDISON INC $41.24万0.11%3,648 -115-3.1% -$1.30万 减仓
CDE COEUR MNG INC $41.22万0.11%21,962 11,365107.2% $21.33万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $41.10万0.11%3,710 1,78692.8% $19.79万 加仓
AMD ADVANCED MICRO DEVICES INC $40.76万0.11%2,004 1,149134.4% $23.37万 加仓
VTV VANGUARD INDEX FDS $40.69万0.11%2,074 46028.5% $9.03万 加仓